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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

This file will contain things like the agreement form from your client, assessment forms, or details of any projects that you’ll be working on. Once you’ve printed out the Client Contact sheet, staple it to the inside left cover of your client folder. ” at [link].

Filing 100
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Best Business Technology for Small Businesses & Their Owners (28 ideas from them to you!)

Stephanie LH Calahan

  Even if you are not the most technical person on your block, you probably have some form of technology in your life that you love.  Whether you use skype or another form of web video conferencing, these teleconference tools allows groups to share and exchange information regardless of location. Find here: steph.bz/lkOHaY.

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Productive Networking: 22 Ideas to Organize Business Cards for Effective Followup

Stephanie LH Calahan

Collecting business cards or other forms of contact information is only the first step in networking.  Staple the cards into a little notebook, one card per page. Not Worth Stressing Out About.   Over time, she had forgotten who many of the people were or even why she had kept the card. Great system that works!

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How to take meeting minutes like a professional

BMT Office Administration

Meeting minutes are a staple of all Board meetings, and many internal company meetings, as they serve as an official written record of a meeting to aid in future decision-making and fill in employees who couldn’t attend. When taken in that context, the term’s true meaning starts to take form. Formally writing the meeting minutes.